Thayer Financial - Hickory, North Carolina

Introduction to Thayer Financial

Thayer Financial stands as a respected and established financial services firm dedicated to providing comprehensive financial guidance to individuals and families. Located at 439 4th St SW, Hickory, NC 28602, Thayer Financial operates with a commitment to personalized service and a deep understanding of its clients’ unique financial goals. The firm’s dedication to accessibility and inclusivity is noteworthy, as it identifies itself as Asian-owned, veteran-owned, and women-owned, reflecting a diverse and experienced team.

Services Offered

Thayer Financial offers a robust suite of services designed to address a wide range of financial needs. Their core specializations include Financial Planning, Financial Advisory, Financial Consulting, Investment Companies, and Investment Services. They assist clients in developing strategic plans for retirement, education funding, estate planning, and overall wealth management. The firm’s investment services encompass a variety of investment vehicles, tailored to different risk tolerances and investment objectives. Clients can expect a collaborative approach, where financial strategies are crafted in partnership with their advisors.

Location and Accessibility

The firm’s physical location at 439 4th St SW, Hickory, NC 28602 provides clients with a convenient and welcoming environment for consultations. Thayer Financial prioritizes accessibility for all clients, offering a range of features designed to accommodate diverse needs. These features include online appointments, allowing for flexibility and convenience. Furthermore, the firm provides onsite services for those who prefer in-person meetings. The facility is fully wheelchair accessible, boasting a wheelchair accessible entrance, parking lot, and restroom. Wheelchair accessible seating and an assistive hearing loop are also available, ensuring a comfortable experience for all. Recognizing the importance of inclusivity, Thayer Financial offers a gender-neutral restroom and is proudly LGBTQ+ friendly.

Client Experience and Reputation

Based on client feedback, Thayer Financial has cultivated a strong reputation for its personalized approach and knowledgeable advisors. The firm’s team, including individuals like Deaton, consistently demonstrates a commitment to understanding each client’s individual circumstances and goals. Communication is characterized by consistency and a proactive effort to educate clients on complex financial matters. The team’s ability to explain financial concepts in an accessible and understandable manner is frequently cited as a key strength. The firm’s phone number is 85692785, and its website is thayerfinancial.com. It’s noteworthy that the company has garnered 27 reviews on Google My Business, with an impressive average opinion of 5/5, a testament to the positive client experience.

Additional Points of Interest

• Language Assistance: Thayer Financial provides support for clients requiring language assistance, ensuring clear and effective communication.
• Appointment Requirements: Appointments are generally required to schedule consultations, allowing for dedicated time and focused attention.
• Appointment Recommendations: The firm frequently recommends scheduling appointments to facilitate a thorough assessment of financial needs.

Clients consistently appreciate the dedication of the team to getting to know their clients’ personal financial needs. The firm’s emphasis on building lasting relationships, coupled with its commitment to providing expert guidance, positions it as a trusted partner in achieving financial success. The online appointments and onsite services further enhance the convenience and accessibility of the firm’s offerings. The firm’s diverse ownership (Asian, Veteran, and Women-owned) likely contributes to a broad perspective and a commitment to serving a wide range of clients.

👍 Reviews of Thayer Financial

Lucy H.

5/5

I first met Deaton when I attended a workshop that was offered at CVCC on retirement planning. I took advantage of the consultation that was offered and really liked the way that he and Kelly explained things in a way that was easy to understand. He has always answered my questions and helped me think through potential financial decisions. Communication is consistent and I appreciate the effort they have put in to getting to know me and my personal financial needs. I highly recommend Thayer Financial if you want to work with someone who is local and knowledgeable.

Kim M.

5/5

When we were looking for a financial advisor, our number one priority was to select a professional who would take the time to really get to know us and our family’s financial goals. From the first meeting with Deaton, Kelly, and Allison, we knew we had to look no further. During our time with Thayer Financial, we have developed a greater understanding of how our investments can work for us. We feel comfortable calling, texting or emailing Deaton, Kelly, or Allison regardless of the question. We feel supported and safe. Communication is excellent, and we have access to our online apps that ensure full transparency. We trust in Deaton Smith, and walking into Thayer Financial has been a game changer for us.

Beth O.

5/5

I had the pleasure of meeting with Deaton and Alison. They took the time to understand my financial health and offer strategies that support not only my goals, but comfort level that would specifically benefit me. While they are clearly experts in this field, I am not. Even as a long standing employee of a BIG bank, I have always felt intimidated by managing my money. I can’t emphasize enough the benefit of partnering with a boutique firm who focuses on their individual clients needs. After our thoughtful discussion, I am much more knowledgeable and actually feel empowered. Thayer Financial is truly in the business of helping and investing in people! I am extremely fortunate to have found a team who will guide me successfully as I transition into retirement. Thank you Deaton and Alison. I look forward to our future partnership!

Rob G.

5/5

Although we’ve just begun our journey with Thayer, our confidence in Kelly and Deaton is tremendous. From the very beginning, our experience through the consideration of their services and then onboarding has been first class and professional. They are always responsive to our questions, and they provided excellent references for us to personally contact. I thought I had done a lot of investment homework, but Kelly and Deaton have already provided insight on income management, insurance and taxes that will have long term benefits. With their analysis and projections, I have been able to move ahead with my retirement decision.

Juliet G.

5/5

Thayer Financial has been absolutely wonderful to work with. Deaton and Kelley are available to meet as much or little as you request, and are LITERALLY a phone call/email away at all times. They make a point to be transparent about current portfolio valuations as well as providing a comprehensive overview of long term planning goals and expectations. If you’re looking for MORE than somewhere to simply “set it and forget it” I would HIGHLY recommend Deaton and Thayer Financial!!!!!

Heather M.

5/5

We could not be more pleased with the financial planning support Deaton and his team of professionals provides. His process includes several meetings designed to get to know your financial goals and needs. Then, strategy meetings provide suggestions and insights designed to help achieve your goals. His personal touch and interactive financial tools are designed to give clients an informed, hands-on experience. We could not be more pleased with our decision to work with Deaton Smith.

Kenneth F.

5/5

I'm extremely happy that we made the decision to entrust our financial planning with Thayer. They are super responsive to our needs and worked with us closely to get everything set up. Highly recommend if you are in the market for a financial planner.

Robbin B.

5/5

Kelly and Deaton have been very professional and extremely helpful with their financial advisory services. We have been extremely pleased and feel that we can truly entrust them with our financial futures! And it helps that they do not mind working with clients like us that are not technologically inclined.